--00000000000052560a05ffbf76a0 Content-Type: multipart/alternative; boundary="00000000000052560905ffbf769f" --00000000000052560905ffbf769f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Eureka!!!! It worked. @Elizabeth Clark We will need to now adjust all active clients profile to reflect the tax stats in quickbooks (report I made above= ) [image: image.png] On Wed, Jul 5, 2023 at 11:40=E2=80=AFAM Frank Liu wrote: > +Roxana Cruz > > Ali, > If that doens't work, looping in Roxana to help with settings. -Frank > > On Wed, Jul 5, 2023 at 8:38=E2=80=AFAM Frank Liu wrote: > >> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >> >> On Wed, Jul 5, 2023 at 8:29=E2=80=AFAM Ali Malik = wrote: >> >>> Interesting, Frank can you add a rate in the box, I just want to see if >>> the button pops up under the profile because right now I cannot see the >>> "charge tax" button. >>> >>> thanks >>> >>> On Wed, Jul 5, 2023 at 11:25=E2=80=AFAM Frank Liu wro= te: >>> >>>> [image: Invoicing__Interest__and_Tax___WellSky_Personal_Care.jpg] >>>> >>>> On Wed, Jul 5, 2023 at 8:02=E2=80=AFAM Ali Malik wrote: >>>> >>>>> So I just checked clearcare in Montreal and compared it to Toronto. >>>>> What's weird is that I don't see the "charge tax" button in the profi= le for >>>>> Montreal clients. Please see below. >>>>> We will have to adjust in settings, it's most likely set to not charg= e >>>>> tax, that's why the button is not popping up. I don't have access to = agency >>>>> settings in clearcare but Tim can assist. @Timothy Thomas >>>>> Can you send a screenshot of the tax setup under the >>>>> agency settings for Montreal clearcare please? >>>>> >>>>> Toronto client: >>>>> >>>>> [image: image.png] >>>>> >>>>> Montreal client: >>>>> >>>>> [image: image.png] >>>>> >>>>> >>>>> On Wed, Jul 5, 2023 at 10:35=E2=80=AFAM wrote: >>>>> >>>>>> Is the =E2=80=9Ccharge tax=E2=80=9D box selected on these clients in= ClearCare? >>>>>> >>>>>> >>>>>> >>>>>> *From:* Ali Malik >>>>>> *Sent:* Tuesday, July 4, 2023 11:52 AM >>>>>> *To:* Elizabeth Clark ; Timothy Thomas >>>>> tt@thekey.com>; Frank Liu >>>>>> *Subject:* Montreal clients *Tax >>>>>> >>>>>> >>>>>> >>>>>> Hi Team, >>>>>> >>>>>> >>>>>> >>>>>> Please see attached Montreal clients tax status. We will need to >>>>>> update these all to clearcare as this report is from quickbooks. >>>>>> >>>>>> >>>>>> >>>>>> >>>>>> https://docs.google.com/spreadsheets/d/1Z93e72LDrDCiynM5WEccBmItx9uT= -mQBUkbcImN41fs/edit?usp=3Dsharing >>>>>> >>>>>> >>>>>> >>>>>> Thank you, >>>>>> >>>>>> >>>>>> >>>>>> -- >>>>>> >>>>>> *Ali Malik* >>>>>> >>>>>> Manager - Financial Operations >>>>>> >>>>>> >>>>>> >>>>> >>>>> >>>>> -- >>>>> *Ali Malik* >>>>> Manager - Financial Operations >>>>> >>>>> >>>> >>>> -- >>>> Frank Liu >>>> * Please note my email has changed: * >>>> fliu@thekey.com >>>> +1-650-996-9107 >>>> TheKey.com >>>> [image: TheKey] >>>> >>> >>> >>> -- >>> *Ali Malik* >>> Manager - Financial Operations >>>